Now available for Clio
Give Claude access to your law firm's CRM
Manage contacts, matters, time entries, invoices, and calendar events through Claude — using plain English. No switching tools. No learning APIs. Connected in under 60 seconds.
Your data never leaves your CRM
Bank-grade encryption
Set up in under 60 seconds
Three steps. That's it.
1
Pick your CRM
Choose your practice management software from the list. Currently supporting Clio, with more coming soon.
2
Sign in to your CRM
Log in with your existing CRM credentials and approve the connection. Takes about 10 seconds.
3
Paste your link into Claude
Copy your personal connection link and add it to Claude Desktop. We'll walk you through every step.
What you can ask Claude after connecting
→"Show me all open matters"
→"Create a time entry for the Smith case"
→"What meetings do I have tomorrow?"
→"Find contact info for Jane Doe"
→"List all unpaid invoices"
→"Add a new task to the Johnson matter"
Ready to get started?
Free to connect. No credit card required.
Connect Your CRM Now